See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
BRONFMAN E.L. ROTHSCHILD3+ years Filed as: BRONFMAN E.L. ROTHSCHILD LP Service code 17 · EIN 39-1908691 | Pension Consulting | $13,517 |
Filed as: CHARLES SCHWAB TRUST COMPANY Service code 19 · EIN 42-1558009 | Securities Custodian | $822 |
CHARLES SCHWAB & CO., INC.3+ years Service code 59 | Shareholder Servicing | $0 |
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,332 | $51,466-50.8% | $78,778-67.8% | $62,292-59.3% |
| Participation rate | 72.0% | 59.8%+12.2pp | 69.2%+2.8pp | 69.5%+2.5pp |
| Annual return | 19.76% | 19.96%-0.2pp | 35.62%-15.9pp | 28.90%-9.1pp |
| Employer contribution / active EE | $0 | $827-100.0% | $1,986-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $1,670 | $2,147-22.2% | $2,958-43.5% | $3,169-47.3% |
| Admin fee / account holder | $188 | $489-61.5% | $5,134-96.3% | $479-60.7% |